Salesforce as the central customer management system for Edge
Success Story
The project
With the slogan “The world needs better buildings”, Edge has taken up the challenge of creating sustainable and intelligent office buildings.
Edge first tested various CRM systems to find the best fit for the company: Salesforce was the best solution. Because the system needed to be customized for the company, Edge chose Salesfive because of its in-house development team and its understanding of the business.
Technologies
These technologies were used
Systems are only as good as the technology behind them. That’s why we rely on modern solutions from the Salesforce ecosystem for our customers’ digitization projects. The following technologies, among others, were used at Edge.
Outlook
Microsoft Outlook is software for managing emails, calendars, contacts, and tasks in one central location.
Mailchimp
Mailchimp is a cloud-based platform for email marketing and marketing automation.
“The introduction of Salesforce brings us many advantages. In particular, the transparency of all data makes it easier for our employees to work together. We can now access all relevant information anywhere and at any time.”
Solution
The project success in detail
Salesforce as a central address book and customer management system. Agentforce Sales (formerly Sales Cloud) as a bridge to marketing and opener for exciting customer insights.
Customer benefits
– Retrieving customer information in real time and on the move increases sales quality
– Clear registration and participant lists for events
– Relationships and network between customers, partners and employees become visible in Salesforce
Solution
– Implementation of Agentforce Sales
– Siri integration for voice control of the Salesforce app
– Outlook integration
– Mailchimp integration
– New data structure and validation rules to ensure high data quality
Advantages for Edge
– Central address book benefits from all advantages of the CRM system and creates transparency
– Centralized platform for customer, partner and project management with mobile data access
– Complete documentation of all customer interactions such as e-mails, calls or event invitations
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